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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,391 | $96,678-75.8% | $86,640-73.0% | $139,466-83.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.09% | 106.69%-98.6pp | 592.52%-584.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $7,967 | $3,265+144.0% | $3,024+163.4% | $4,754+67.6% |
| Participant deferral / active EE | $4,111 | $4,837-15.0% | $4,438-7.4% | $6,712-38.8% |
| Admin fee / account holder | $17 | $6,410-99.7% | $5,616-99.7% | $11,409-99.9% |